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December 29, 2017
This time of year, specifically during the week between Christmas and New Year’s, I always like to take a beat to reflect on the previous year and do some heavy planning for the upcoming year. It’s usually pretty quiet at work and at home (with the exception of school kids running around the house), but my headspace is usually pretty clear. So, I wanted to talk through some of my own reflections in the hope that they might inspire your self-reflections as well. IN THIS WEEK’S EPISODE * Some personal reflections on the past year * The importance of self-reflection * Goal setting for the upcoming year The Importance of Reflecting at Year’s End It’s been a busy year for us in our house. Earlier in the year, we started making some moves to get a better handle a handle on Roth IRAs and straighten out some of our 401(k) accounts. It also meant diving into ETFs and taking more control over our investments, which was scary, but now that the year is wrapping up, it was exciting to compare our portfolios and see that…